Microsoft atualizando a integração do Salesforce Outlook 2024

Question

Ola pessoal, então estou configurando o ambiente aqui para a descontinuação dos recursos legados que afetarão a integração do Salesforce Outlook. Fiz as configurações solicitadas na documentação e tive a supervisão do suporte da Salesforce, porem ainda fiquei com algumas duvidas pois não validamos as configurações. Na documentação oficial da integração, o teste baseia-se nos seguintes passos:

Para testar, os clientes podem executar as seguintes ações antes que as alterações sejam implementadas:

• Autorize a integração do Salesforce Outlook para usuários no locatário usando o fluxo de consentimento do administrador (consulte os detalhes acima).
• Desative manualmente os tokens do Exchange Online. A Microsoft adicionará esse recurso em outubro de 2024. A linha do tempo e as atualizações mais recentes podem ser encontradas nas perguntas frequentes da Microsoft
• ***Inicie a integração com o Outlook, complexe o fluxo de autenticação da Microsoft e do Salesforce, se solicitado, e verifique se os usuários podem acessar o aplicativo conforme o esperado.

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https://help.salesforce.com/s/articleView?id=002723592&type=1***

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Porem, por se tratar de um ambiente de produção, gostaria de saber os riscos de fazer este teste, pois é necessário desabilitar o token do Exchange Online, se possível gostaria de saber os possíveis impactos e os passos que preciso fazer para realizar o teste com êxito. Realizei esse procedimento com outros analistas, mas nunca sozinho. Se puderem me ajudar ficarei muito grato.

Answer 1

Dear Yuri Tales Ribeiro,

Good morning! Thank you for posting in the Microsoft Community.

I understand that you're preparing for the upcoming changes to the Salesforce Outlook integration and want to ensure everything goes smoothly. According to the official documentation, the testing steps involve authorizing the Salesforce Outlook integration for users in the tenant using the admin consent flow, manually disabling Exchange Online tokens, and verifying that users can access the app as expected.

For additional information, you can refer to Updates on deprecating legacy Exchange Online tokens for Outlook add-ins

New Nested App Authentication for Office Add-ins: Legacy Exchange tokens off by default in October 2024

However, disabling the Exchange Online token in a production environment can have several impacts. It might temporarily disrupt users' access to the Salesforce Outlook integration until the new authentication flow is fully validated and operational. It's crucial to communicate with your users about the potential downtime and ensure they are aware of the testing schedule and also, it is a good idea to perform this procedure with other analysts.

Alternatively, you may create a support ticket with Microsoft support via your Microsoft 365 admin center to join you remotely. Since we are belong to Microsoft community forum site, we have limited resource and privilege to contact users remotely. therefore, I sincerely recommend you contact our dedicated online support team via your organization Microsoft 365 admin center page, see Get support - Microsoft 365 admin | Microsoft Learn. Since the support agent over there have more resources and privilege than we do have, they can further connect with you remotely, for assisting and guiding you when you are performing the procedure to disabling your organization Exchange online token. We believe they will assist you accurately.

Thanks for your precious time and kind understanding. Have a nice day! 

Sincerely,

Libeamlak | Microsoft Community Moderator